Receive an IIF file to export order/invoice data to QB Desktop
QuickBooks is moving away from the desktop version (IIF) and going Online. We recommend reaching out to them to see if they can give you a smooth transition from desktop to online before setting up your QuickBook integration with InkSoft.
Looking for the QuickBooks Online Integration help guide? Click Here.
NOTE: Canada and the U.S. have different ways of handling taxes, and the two versions of QuickBooks reflect this crucial difference in bookkeeping. For example, the U.S. has a sales tax, whereas Canada has a sales tax plus a goods & services tax (GST) that must be taken into account. Because of this, our Quickbooks integration for Canadian users is not available at this time.
To get started with QuickBooks Desktop:
- Hover over Settings
- Hover over Advanced
- Click QuickBooks
QuickBooks Desktop Integration
The desktop version of QuickBooks is limited in the mapping from InkSoft to QuickBooks. Follow these steps to configure:
- Check Enabled
- Check Quickbooks IIF under Communication Method
- Check the Export Type of your choice
- Click Save
Sales Tax & QuickBooks
If you are not charging sales tax on your entire store OR you are only charging tax on some items/some of your customers are tax exempt- then it is important to have your QuickBooks Desktop configured correctly.
If your configuration isn't accurate, you will receive a warning upon import:
"WARNING! The Tax field cannot be left blank even for non-taxable customers and sales which have no taxable items- so non-taxable sales will be correct for this district."
To adjust your settings:
- Click Preferences
- Click Sales Tax
Here you can make your adjustments.
Importing Data into QuickBooks
Exporting orders to QuickBooks with the desktop version means that you'll receive an IIF file when completed.
NOTE: Learn how to Export Orders to QuickBooks before completing the next step.
Once you have the IIF file saved within your QuickBooks account:
- Click File on your top navigational bar
- Click Import
- Click From IIF Files
A new window will load, at which time you will browse to find your IIF file. During the import you will be prompted to back up your database. As long as everything has been configured properly, you will receive a success message stating the import data was successful.
If you need help or have any questions regarding sending orders to QuickBooks, please reach out to our Support team and we'll be happy to further assist.